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研究生: 張琇琍
Alice - chang
論文名稱: 以本體論與分群法於探討太陽能集熱器專利分析之研究
Using Ontology and Clustering to Study Patent Analysis of Solar Collector Technology
指導教授: 郭中豐
Chung-Feng Kuo
口試委員: 蔡鴻文
hon-wen Tsai
葉雲卿
Yun-Cing Ye
呂永和
Yung-Ho Leu
學位類別: 碩士
Master
系所名稱: 應用科技學院 - 專利研究所
Graduate Institute of Patent
論文出版年: 2014
畢業學年度: 102
語文別: 中文
論文頁數: 95
中文關鍵詞: 專利分析本體論資料探勘太陽能集熱器功效矩陣
外文關鍵詞: Patent Analysis, Ontology, Data Mining, Solar Collectors, Technology-Function Matrix
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  • 據世界智慧財產權組織(World Intellectual Property Organization, WIPO)的統計,發現有效率的運用專利文獻不僅獲得90%-95%的研發成果,更可以縮短及節省40%的研發費用。相對於其他技術文獻則僅含有5%-10%的研發成果,專利的重要性舉足輕重。
    本研究為跨越習用以國際專利分利號所制定的分類號進行專利分類,提出先以在申請專利範圍進行檢索近10年關於太陽能集熱器之專利,進行文字解析以及統計其常出現之關鍵字,以利建構出太陽能集熱器之本體論,提供後續檢索太陽能集熱器之專利可利用此本體論進行資料的整理以及歸檔與組織,並且合理的利用專利內的技術內容劃分並且分群以利於檢索並且也節省時間,接著利用檢索專利進行專利分析以及探討,並且根據不同之技術以及應用進行趨勢分析之探討,接著利用其中關鍵專利結合資料探勘K-means之方法進行分群,將關鍵專利以技術分為五個群集,針對這五個群集產生技術功效矩陣,建構功效矩陣時,使用者只需由本體論之結構、材料或元件對照專利之功效。
    本研究完成太陽能集熱器本體論之建構,並且在專利分析管理層面完成專利總表、生命週期分析、國家別、公司別、美國專利分類號分析,在技術層面針對不同之技術與應用完成之技術功效矩陣。由本研究將本體論與資料探勘對分析專利有別以往單純專利統計分析方法有更深入且更嚴謹之分析,以利提供產業可利用之專利資訊以及趨勢分析以利產業蓬勃發展。


    According to the World Intellectual Property Organization (WIPO), efficient use of patent information not only results in 90% to 95% of research and developmental (R&D) results, but also can save 40% R&D costs. Compared to other technical literature containing only 5% to 10% of R&D results, patents are of vital importance.
    This study introduces a novel approach in classifying patents instead of using conventional methods, such as International Patent Classification (IPC). We first retrieved patents established during the past ten years on solar collectors. Then, keyword analyses and numerations of frequently appeared keywords were performed to construct the ontology for solar collectors and to provide subsequent retrieval of patent data. Subsequently, we analyzed patents of various technologies and applications, along with each patent life cycle. Moreover, using key patent which combines data mining method, K-means are performed for dividing key patents into five technological clusters. These five clusters are then used to produce a technology-function matrix, which can show patent density in each technology-function node and give a good guidance for technical development.
    This study lastly completed the ontology for solar collectors. Different management levels of patent analyses, including the patent summary table, patent life cycle analyses, categorization by country and company, and by United States Patent Classification (UPC), were examined. Also, the patent analysis in technical level such as technology-function matrix, with respect to different technologies and applications, was constructed. This study, combining ontology analysis and data mining, is more in-depth and rigorous when compared to the conventional method in patent analysis. This approach offers the solar industry usable patent analysis and technology trend analysis.

    摘要 I ABSTRACT II 誌謝辭 IV 目錄 V 圖目錄 VII 表目錄 IX 第1章 緒論 1 1.1 研究背景 1 1.2 文獻回顧 2 1.3 研究動機與目的 4 1.4 研究方法與進行步驟 7 1.5 論文架構 10 第2章 太陽能之產業與專利分析 11 2.1 太陽能產業發展 11 2.1.1 太陽能集熱器吸熱原理 12 2.1.2 全球太陽熱能之市場規模 13 2.1.3 我國太陽能產業趨勢 14 2.2 專利技術分析與佈局之理論 16 2.2.1 相關的專利檢索策略 20 2.2.2 專利分析與佈局方法 21 第3章 資料探勘之技術 26 3.1 資料探勘介紹 26 3.1.1 資料探勘的方式 28 3.1.2 專利分類 29 3.2 本體論 35 3.3 資料探勘演算法 36 第4章 太陽能集熱器專利分析結果 41 4.1 本體論建構 41 4.1.1 文件詞彙解析 43 4.2 太陽能集熱器之專利地圖 46 4.2.1 太陽能集熱器之發展趨勢 47 4.2.2 太陽能集熱器之專利佈局 57 4.2.3 太陽能集熱器之專利檢索 65 4.3 探勘前資料處理 67 4.3.1 探勘過程與結果 69 第5章 結論與未來展望 88 5.1 結論 88 5.2未來展望 90 參考文獻 91

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